Allstate Financial Services
Industry: Company
DescriptionHeadquarters: Lincoln, NE Parent organization: AllstateFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportTom Biczak Agency: Allstate InsuranceWebsiteDirections Saved (0) Saved Save 6 Google reviews Insurance agency in Windham, Maine Address: 778 Roosevelt Trail, Windham, ME 04062 Hours: Closes soon: 5:30PM ⋅ Opens 9AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5:30PMHours might differTuesday9AM–5:30PMWednesday9AM–5:30PMThursday9AM–5:30PMFriday9AM–5:30PMSaturday9AM–12PMSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (207) 892-8501: Website: : : : : : Category: Place name: Website: https://agents.allstate.com/tom-biczak-agency-windham-me.html?utm_source=GMB&utm_medium=Website Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tom Biczak Agency: Allstate Insurance Posting publicly on the Web Write a review Reviews"I recommend that you give them a call and check out the savings." "They take great care of my home and all the vehicles I've had since 2000." View all Google reviews From Tom Biczak Agency: Allstate Insurance "We're a family operation that has offered insurance services in Windham with a personal touch for over 27 years, and sponsored our Windham Little League T Ball team for last 10 years"
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Allstate Financial Services Employees
Wells Fargo May 2014 - Present
Morgan Engineering, LLC March 2015 - Present
Transamerica Financial Advisors, Inc. July 2013 - June 2014
Hometown Heroes October 2013 - April 2014
Allstate Financial Services March 2011 - June 2013
Freeholders Bartlett & Little, Sheriff Polhemus June 2012 - March 2013
12th Legislative District (Senator Sam Thompson, Assemblymen Ron Dancer & Rob Clifton August 2011 - November 2011
Skills
Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Series 6, IRAs, Fixed Annuities, Investments, Series 63, Fundraising, Event Planning, Advocacy, Medicare Prescription..., Medicare Supplements, Series 7, 401k, Wealth Accumulation, Roth IRA, Small Business, Employee Benefits, Financial Services, Variable Annuities, Financial Planners, 401k Rollovers, Long-term Care, Nonprofits, Series 65, Retirement, Sales, Term Life Insurance, Securities, Finance, Portfolio Management, Management, Underwriting, Financial Planning
Education
St. John's University 1988 — 1990
B.S., Criminal Justice
Ocean County College 1985 — 1988
Associate of Science (A.S.), Criminal Justice
Floyd Nardi Consulting, Inc 2013 - Present
Allstate Financial Services 2002 - March 2013
Ernst & Young 1993 - 2002
Skills
Insurance, Estate Law, Gifts, Fixed Annuities, Estate Planning, Retirement, Retirement Planning, Life Insurance, Sales Process, Charities, Financial Planners, Term Life Insurance, Long-term Care, Tax, General Insurance, Series 7, 401k, Mutual Funds, Series 63, Series 6, Employee Benefits, Training, Disability Insurance, Small Business, Financial Services, IRAs, Health Insurance, Wealth Management, Strategy, Financial Advisory, Succession Planning, Investments, Wealth, Property & Casualty..., Strategic Financial..., Securities, Underwriting, FINRA, Commercial Insurance, Wealth Accumulation, Critical Illness, Brokers, Pensions, Asset Allocation, Casualty, Investment Advisory, Investment Strategies, Liability, Universal Life, Claim
Education
Illinois Institute of Technology 1978 — 1982
JD, Law
Northwestern University 1975 — 1977
BS, Communications
ProEquities, Agent's Marketing Group January 2010 - August 2012
Allstate Financial Services August 2005 - December 2009
Woodbury Financial Services December 2001 - August 2005
Beneficial Life Insurance Company January 2000 - November 2001
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Strategic Financial..., Insurance, Financial Risk..., Income Protection, Employee Benefits, Asset Allocation, IRAs, Income Planning, Retirement Savings, Mutual Funds, Long Term Care Insurance, Qualified Retirement..., 401k Rollovers, 401k, Long-term Care, Wealth Management, Whole Life, Universal Life, Wealth Accumulation, Estate Planning, Buy-sell Agreements, Roth IRA, Variable Annuities, Series 6, Financial Advisory, Critical Illness, FINRA, Key Person Insurance, Pensions, Series 63, Securities, Health Insurance, Permanent Life Insurance, Investment Strategies, Investments, Financial Services, Personal Finance, Wealth Preservation..., Personal Financial..., Group Insurance
Education
The American College 1998 — 2001
Chartered Life Underwriter
University of Georgia - Terry College of Business 1982 — 1986
BBA, Risk Management Insurance
Allstate Financial Services November 2012 - Present
Metlife Financial Group January 2009 - March 2012
Wausau Signature Agency 2004 - 2006
T. R. Goldsmith & Son July 1990 - May 2004
United States Army Reserve June 1983 - May 1999
Skills
Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Annuities, Retirement Analysis
Education
The American College of Financial Services 2010 — 2012
LUTCF, Life Underwriting Training Council Fellowship, Financial Services
State University of New York College at Buffalo 1987 — 1989
Bachelors, Economics
Niagara County Community College 1985 — 1987
Associates, Pre Management Science
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Allstate Financial Services September 2002 - Present
Skills
Retirement Planning, IRAs, Long Term Care Insurance, Life Insurance, Series 63, Fixed Annuities, Retirement, Variable Annuities, Series 6, Disability Insurance, 401k, Term Life Insurance, Insurance
Education
Old Dominion University 1992 — 1995
Master of Business Administration (MBA)
University of New Orleans 1984 — 1987
Bachelor of Science (BS) - Engineering, Naval Architecture and Marine Engineering
Union National Mortgage Co. 2012 - Present
Allstate Financial Services June 1989 - June 2012
Bell Federal Savings February 1975 - June 1989
Skills
Finance, Residential Mortgages, Commercial Mortgages, Management, Construction Financing..., Credit Counseling, Expert Witness, FHA, First Time Home Buyers, Single Family Homes, VA loans, New Home Sales, USDA, Mortgage Lending, Mortgage Banking, Loans, Consumer Lending, Investment Properties, Loan Origination, Budgets, New Business Development, Strategic Planning, Credit, Small Business Lending, Refinance, Investments, Short Sales, FHA financing, Portfolio Management, Construction Loans
Education
Robert Morris University 1970 — 1974
Bachelor's degree, Accounting and Finance
Robert Morris University 1970 — 1974
Accounting and Finance
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Allstate Financial Services (Sales Manager and Recruiter) January 2011 - Present
Allstate Financial Services April 2003 - January 2011
New York Life Insurance Company January 2000 - March 2003
Skills
Series 6, 7, 63, 24,..., Series 6, Estate Planning, Life Insurance, Long-term Care, Property & Casualty..., Mutual Funds, Fixed Annuities, Commercial Insurance, Term Life Insurance, Financial Services, Retirement Planning
Education
Oklahoma State University
Bachelor of Science, Education
The University of New Mexico
Valley of the Sun Real Estate May 2015 - Present
QuikTrip November 2012 - October 2014
Allstate Financial Services January 2012 - October 2012
Safelite AutoGlass August 2011 - November 2011
DirectBuy, Inc. August 2009 - August 2011
Skills
Woodworking, Design Patterns, Logo Design, Entrepreneurship, Event Management, Negotiation, Social Networking, Team Leadership, Customer Satisfaction
Education
Arizona State University 2007 — 2012
Bachelor of Interdisciplinary Studies, Business and Communications
Morgan Stanley June 2013 - Present
Financial Services January 2012 - Present
HTK March 2013 - May 2013
Allstate Financial Services September 2006 - December 2011
Financial Industry Regulatory Authority May 2004 - September 2006
UBS Financial Services Inc. February 2004 - May 2004
Deutsche Bank Trust Company Americas August 2003 - November 2003
Datek Online Holdings Corp. December 2000 - April 2003
Alliance Capital March 2000 - December 2000
DAC Planning Group Inc. October 1996 - March 2000
Skills
Compliance, Securities, FINRA, Securities Regulation, Series 7, Series 24, Series 63, Supervisory Skills, Auditing, Insurance, Investments, Equities, Mutual Funds, Coaching, Staff Training, Fundraising, Public Speaking, Presentation Skills..., Deadline Driven, Financial Regulation, Financial Services, Relationship Management, Territory Management, Surveillance, Books and Records..., E-Mail Review, Training, Leadership, AML, Options, Finance, Fixed Annuities, Risk Management, Uniform Combined State..., KYC, Hedge Funds, Trading, OFAC
Education
Montclair State University 1990 — 1996
BA in Liberal Arts, Political Science
Bergen Catholic High School 1986 — 1990
Protective Life June 2015 - Present
Protective Life January 2011 - May 2015
Allstate Financial Services 2008 - 2010
Guardian/Berkshire Life/Wilson Brokerage Services 2007 - 2008
Union Central Insurance and Investments 2005 - 2006
Union Central Insurance and Investments 2004 - 2005
Union Central Insurance and Investments 1997 - 2004
Western Southern Insurance Co. 1995 - 1997
Union Central Life Insurance Company 1987 - 1995
Skills
Microsoft Word, Outlook, Customer Service, PowerPoint, Microsoft Office, Sales Presentations, Windows, Insurance, Budgets, Strategic Planning, Negotiation, Sales, Public Speaking, Access, HTML, Life Insurance, Disability Insurance, Long-term Care, Financial Services, Term Life Insurance, Training
Education
State University of New York College at Plattsburgh 1978 — 1980
BS, Business Administration, Management and Operations
Allstate Financial Services July 2005 - Present
A.G. Edwards April 2004 - July 2005
Banc One Securities Corporation September 1998 - April 2004
Morgan Stanley Dean Witter February 1995 - September 1998
American General Life and Accident August 1994 - February 1995
Mutual of Omaha May 1993 - August 1994
Skills
Life & Health Insurance..., Series 7, Series 63, Series 65, Fixed Annuities, Variable Annuities, Mutual Funds, 529 Plans, IRAs, 401k Rollovers, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Investment Strategies, Underwriting, Consumer Lending, College Savings Plans, Saving for Education, Whole Life, Finance, Long-term Care, Small Business, Retirement, Qualified Retirement..., Financial Planners, Asset Allocation, Universal Life, Strategic Financial..., 401k, Financial Services, Loans, Property & Casualty..., General Insurance, Term Life Insurance, Critical Illness, Employee Benefits, Health Insurance, Investments, Disability Insurance, Wealth Management..., Roth IRA, Small Business Lending, Securities, Uniform Combined State..., Wealth, Wealth Accumulation, Series 24, Estate Planning, Commercial Insurance
Education
Marshall University 1987 — 1992
Bachelor of Business Administration (BBA), Economics
Allstate Benefits – Allstate Agency Channel October 2014 - Present
Allstate Benefits - Allstate Agency Channel July 2013 - Present
Allstate Financial Services September 2000 - June 2013
Prudential Financial 1997 - 2000
Prudential 1989 - 2000
Skills
Strategic Financial..., Insurance, Investments, Property & Casualty..., Estate Planning, IRAs, Financial Planners, Leadership, Long Term Care Insurance, Commercial Insurance, Underwriting, Financial Services, Management, Fixed Annuities, 401k, Whole Life, Casualty, Health Insurance, Strategic Leadership, Compensation Strategies, Voluntary Employee...
Education
St. Thomas Aquinas College 1981 — 1986
BS, Management
US Trust, Bank of America September 2007 - Present
MetLife June 2007 - September 2007
Allstate Financial Services October 2006 - June 2007
UBS Financial Services, Inc August 1996 - October 2006
Skills
Financial Planning, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Estate Planning, Investment Products, Retirement, Asset Allocation, Wealth Management, Mutual Funds, Annuities, Equities, Compliance, Portfolio Management, Asset Managment, Fixed Income, Insurance, Life Insurance, Securities, Wealth Management..., Alternative Investments, 401k, High Net Worth..., Bonds, Wealth, Tactical Asset..., Risk Management, IRAs, Wealth Accumulation, Private Banking, Financial Planners, Finance, 401k Rollovers, Saving for Education, Investment Management, College Savings Plans, 529 Plans, ETFs, Financial Services, Trusts, Personal Financial..., Certified Financial..., Separately Managed..., Variable Annuities, Strategic Financial..., Asset Management, Trust Services, Series 65, Options
Education
University of North Texas 1997 — 2003
Bachelor of Business Administration, Financial Planning
Allstate Financial Services June 2011 - Present
Seacoast Repertory Theatre 2009 - Present
The Guardian Life Insurance Company of America July 2009 - June 2011
MassMutual Financial Group June 1996 - July 2009
Prudential Financial June 1990 - June 1996
New England Club Scene April 1974 - May 1990
Education
Musicians Institute 1980 — 1981
Music Performance, General
The American College
Futurity First-Summit Financial Group February 2014 - Present
AXA Advisors, LLC October 2011 - January 2014
Allstate Financial Services June 2007 - September 2011
Mass Mutual Financial Group November 2001 - March 2007
Mass Mutual Financial Group February 1997 - November 2001
Mass Mutual Financial Group October 1994 - February 1997
Skills
Leadership, Strategic Financial..., Marketing, Sales Operations, Customer Retention, IRAs, Securities, Estate Planning, Term Life Insurance, Networking, Variable Annuities, Long Term Care Insurance, Investment Advisory, Asset Allocation, FINRA, 401k Rollovers, Public Relations, Series 65, Interviews, Disability Insurance, Underwriting, Series 24, Roth IRA, Sales Management
Education
Minnesota State University, Mankato
Financial Advisor in northwest bank June 2015 - Present
Allstate Financial Services December 2011 - June 2015
CUSO February 2008 - December 2010
Navy Federal Credit Union January 2006 - August 2007
CUNA Mutual Group November 2002 - January 2006
Victoria Clipper 1992 - 1992
Skills
Retirement Planning, Retirement, Financial Services, Fixed Annuities, Mutual Funds, Wealth Management, Life Insurance, Series 7, Financial Advisory, Estate Planning, Strategic Financial..., Securities, IRAs, Long-term Care, Series 63, Investments, Asset Allocation, Finance, 401k, Term Life Insurance
Education
The American College 2005 — 2010
CFP, Certified Financial Planner
State University of New York at Buffalo 1966 — 1972
BA, Communication
Nationwide Insurance August 2015 - Present
Allstate Financial Services August 2008 - June 2014
New York Life Insurance Company August 2006 - August 2008
The Upjohn Company 1978 - 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, IRAs, Long-term Care, Universal Life
Education
University of Iowa 1973 — 1977
Bachelor of General Studies, Economics and Anatomy and Physiology
Allstate Financial Services January 2012 - Present
Mulligan-Ponce Insurance & Financial Services, LLC September 2009 - December 2011
First Citizens Bank and Trust June 2006 - July 2009
Wells Fargo Financial 2001 - 2006
Skills
Credit, Banking, Sales Management, Mortgage Lending, Underwriting, Commercial Lending, Consumer Lending, Customer Service, Loans, Coaching, Insurance, Small Business Lending, Financial Advisory, Life Insurance, Sales, Strategy, Fixed Annuities, Strategic Financial..., Small Business, Disability Insurance, Retirement, Employee Benefits, Mutual Funds, Finance, Financial Planning
Education
University of South Carolina Upstate 1995 — 1998
BA, Psychology, Philosophy
Allstate Financial Services July 2014 - Present
RE/MAX February 1988 - Present
Skills
Short Sales, REO, First Time Home Buyers, Single Family Homes, Relocation, Investors, Buyer Representation, Real Estate, Foreclosures, Investment Properties, Referrals, Residential Homes, Selling, Negotiation, Marketing, Listings, Real Property, Sellers, Sales
Education
University of California, Santa Barbara 1982 — 1986
Bachelor of Science (BS), Business Economics
College of San Mateo 1981 — 1983
Associate of Arts (AA), General Studies
Allstate Financial Services July 2002 - Present
American Express Financial Advisors October 1997 - April 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Employee Benefits, Retirement Planning, Health Insurance, Financial Planning, Investments, Leadership, IRAs, Universal Life, Whole Life, Finance, Small Business
Education
University of Virginia 1985 — 1989
Business/Commerce, General
Old Dominion University 1972 — 1974
BS, Education/Fine Art
Kubasaki High School
college prep
Allstate Financial Services August 2007 - Present
USAA 2005 - 2007
Waddell & Reed 2000 - 2005
Prudential Financial 1991 - 2000
Skills
Business Planning, Leadership, Forecasting, Strategic Financial..., Strategy, Coaching, Fixed Annuities, Management, Life Insurance, Term Life Insurance, Sales Operations, Insurance, Training, Sales, Retirement, Retirement Planning, Series 6, Series 63, Disability Insurance, Financial Services, Series 7, IRAs, Mutual Funds, Financial Planners, Financial Advisory, Long-term Care, Variable Annuities, 401k, Wealth Accumulation, Securities, Investments, Investment Advisory, Wealth Management, Estate Planning, Wealth, Asset Allocation, FINRA, Wealth Management..., Long Term Care Insurance, Series 24, Investment Strategies, Universal Life, Roth IRA, Whole Life, ETFs, 401k Rollovers, Bonds, Series 65, Alternative Investments, Financial Goals
Education
State University of New York at Buffalo
State of Louisiana, Division of Administration, Disaster Recovery Unit 2010 - Present
State of Louisiana, Division of Administration, Office of the Commissioner of Administration 2007 - 2010
Allstate Financial Services 2005 - 2007
MetLife Financial Services 2002 - 2005
Merrill Lynch 1999 - 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Investments, Fixed Annuities, Retirement, Securities, Asset Allocation, Financial Analysis, Life Insurance, Insurance, Risk Management, Loans, Government, Financial Advisory, Finance, Financial Services, Credit, Public Speaking, Policy Analysis, Banking, Policy, Program Management, Public Policy, Strategic Planning, Nonprofits
Education
Louisiana State University 2010 — 2011
Master of Public Administration (MPA), Non-Matriculating
University of Southern Mississippi 1986 — 1991
BSBA, Finance
Enterprise Rent-A-Car April 2011 - Present
SunTrust Bank December 2009 - December 2010
Allstate Financial Services April 2009 - December 2009
Edward Jones January 2008 - April 2009
Edward Jones (St. Louis) January 2007 - January 2008
Ad-Image March 2005 - January 2007
Skills
Uniform Combined State..., Series 7, Health Insurance, Accident, Asset, Customer Service, Sales, Fixed Annuities, Retirement Planning, Retirement
Education
University of South Carolina Upstate 2000 — 2004
Bachelor of Science degree, Business Administration; Marketing
Merrill Lynch February 2010 - Present
Allstate Financial June 2008 - January 2010
Allstate Financial Services 2008 - 2009
Merrill Lynch Credit Corporation 2000 - 2006
Merrill Lynch August 2000 - August 2004
Fulton County January 1997 - April 2000
Education
Columbia University in the City of New York 1992 — 1997
Pre-med
Saint John's University 1987 — 1991
B.S., Criminal Justice
Regis High School 1987 — 1987
Allstate Financial Services September 2004 - Present
Western Southern July 2001 - September 2004
Education
Columbia College
Bachelor, Finance
Capital City Financial Partners, LLC November 2011 - Present
PM Financial Group August 2009 - Present
Allstate Financial Services 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Insurance, Mutual Funds, Series 7, Disability Insurance, Series 63
Education
The American College 2005 — 2010
Chartered Life Underwriter
CERTIFIED FINANCIAL PLANNER Board of Standards 2005 — 2005
CFP, Certificant, 2005
Corporation for Long Term Care Certification 2001 — 2001
CLTC
Miami University 1993 — 1997
BA, Zoology
The King Stan Band February 2010 - Present
Self January 2010 - Present
Denver Public Schools August 2011 - August 2012
Allstate Financial Services May 2009 - December 2010
Allstate Financial Services December 2005 - May 2009
New England Financial August 1999 - November 2005
Western Murray December 1996 - July 1999
International Wine and Sprits August 1990 - November 1997
Skills
Lead Guitar, CompTIA A+ Certification, CompTIA Network+, Marketing
Education
Metropolitan State University of Denver 1990 — 1997
Bachelors, History
Musicians Institute 1988 — 1989
Allstate Financial Services March 2013 - Present
Allstate 2013 - Present
Allstate 2013 - 2015
Allstate 2013 - 2015
Mutual of Omaha 2010 - February 2013
Mutual of Omaha September 2009 - February 2013
Education
Northern Michigan University 1974 — 1977
Bachelor of Applied Science (B.A.Sc.), Physical Education Teaching and Coaching
Suomi College, Hancock, Michigan 1972 — 1974
Associate of Arts (A.A.), Law Enforcement Investigation and Interviewing
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
Allstate Financial Services September 2001 - Present
Advantage Capital September 1998 - August 2001
AG Edwards & Sons June 1996 - August 1998
Hearst Corporation Newspaper Division August 1985 - June 1996
Skills
IRAs, Long-term Care, Financial Services, Retirement, Annuities, Life Insurance
Education
Texas A&M International University 1988 — 1991
Master of Business Administration (M.B.A.), International Trade
The University of Texas at San Antonio 1982 — 1984
Bachelor's degree, Finance and Financial Management Services
Allstate Financial Services March 2010 - Present
New York Life March 2005 - March 2010
Avaya November 2003 - February 2005
Gardner-Webb University July 2003 - November 2003
Gardner-Webb University July 2003 - November 2003
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Business, Public Speaking, Customer Service, Insurance, Event Planning, Microsoft Office, Fundraising, Strategic Planning, Team Building, Teaching, Leadership, Event Management, Sales, Non-profits, Coaching, Marketing, Financial Analysis, Life Insurance, Finance, Long Term Care Insurance, Fixed Annuities, Roth IRA, IRAs, 401k Rollovers, Series 6, Disability Insurance, Portfolio Management, Employee Benefits, Health Insurance, Long-term Care, Term Life Insurance, Financial Services, Permanent Life Insurance, Variable Annuities, College Savings Plans, Series 63, 401k, Indexed Annuities, Universal Life, Key Person Insurance, Management, Retirement Planning
Education
Gardner-Webb University 1998 — 2003
Bachelor of Science, Sports Management
Voorheesville High School 1996 — 1998
High School Diploma
Greenville High School 1994 — 1996
Allstate Financial Services June 2011 - Present
Saybrus Partners 2009 - 2011
Phoenix Life Insurance Company 2006 - 2010
Allstate 2000 - 2003
The Gormly Company 1998 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Retirement Planning, Leadership, Estate Planning, Mutual Funds, Financial Services, Homeowners, Finance, Wealth Management, Recruiting, Series 7, Investments, Series 6, Term Life Insurance, 401k, Universal Life, Disability Insurance, Series 63
Education
Baylor University 1993 — 1996
BBA, Entrepreneurship and Finance
Allstate Financial Services November 2008 - Present
OnSite Information Systems Inc. August 2008 - Present
S&T Wealth Management March 2006 - March 2008
Marsh - Private Client Services 2004 - 2005
Dreyfus Investments / Mellon Financial Services 1997 - 2002
Russo Financial Group 1995 - 1997
Prudential Financial 1987 - 1994
Skills
Leadership, Business Development, Insurance, Strategic Planning, Recruiting, Business Planning, Retirement Planning, Team Building, Financial Services, Wealth Management, Series 7, Series 63, Retirement, Life Insurance, Finance, Customer Retention, Sales Operations, Process Improvement, Fixed Annuities, Marketing, Sales, 401k, Series 6, Disability Insurance, IRAs, Term Life Insurance, Variable Annuities, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Planning, Management, Sales Management, Risk Management, Investments
Education
Clarion University of Pennsylvania 1982 — 1985
Plum Senior High School 1979 — 1982
Diploma
Scentsy Wickless Candles November 2009 - Present
Becky & Company March 1982 - Present
allstate financial services 2010 - December 2012
Skills
Team Building, Insurance, Coaching, Strategic Planning, Customer Service
Education
Pima Community College 1977 — 1982
O'Brien Wealth Management, LLC January 2010 - Present
Lincoln Financial Securities, Corp March 2009 - Present
MetLife Securities March 2008 - April 2010
Allstate Financial Services January 2000 - January 2008
Edward Jones January 1999 - January 2000
First Union January 1994 - January 1999
First Union National January 1987 - January 1999
First Union Bank January 1987 - January 1999
Skills
Asset Allocation, Financial Planning, Succession Planning, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Investment Advisory, Retirement Income..., Estate Planning, 401k, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Insurance Planning, Annuities, Charitable Giving..., IRA's, Defined Benefit, Financial Advice, Saving for Education, Strategic Financial..., Financial Advisory, IRAs, Fixed Annuities, Long-term Care, Financial Services, Small Business, Health Insurance, Insurance, Life Insurance, Finance, Mortgage Lending, Securities, Series 7, Mutual Funds, 401k Rollovers, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Disability Insurance, Risk Management, FINRA, Critical Illness, Loans, Roth IRA, Financial Planners
Education
Florida Institute of Technology 1996 — 1998
Certificate, Financial Planning
Florida Institute of Technology 1996 — 1997
Financial Planning
Allstate Financial Services June 2005 - Present
Huntington Investment Company December 1998 - June 2005
Morgan Stanley June 1996 - December 1998
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Estate Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Securities, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, Investment Advisory, Series 63
Education
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Oakland University
Certificate Program in Financial Planning CFP Board Registered Program
MassMutual Financial Group July 2014 - Present
Totman Financial Services June 2012 - Present
Coalition of Caregivers' Advocates 2012 - 2015
CenterState Corporation for Economic Opportunity 2013 - 2014
Women TIES 2012 - 2014
Allstate Financial Services April 2007 - June 2012
Spirit of Syracuse Chorus 1999 - 2009
Prudential Financial December 2000 - February 2003
McDonald Investments 1998 - 2000
Empower Federal Credit Union 1995 - 1997
Skills
Retirement Planning, Retirement, Long-term Care, Disability Insurance, IRAs, Insurance, Wealth Accumulation, Fixed Annuities, Long Term Care Insurance, Investments, Securities, Public Speaking, Small Business, Term Life Insurance, Universal Life, 401k, Mutual Funds, Health Insurance, Investment Advisory, Life Insurance, Series 63, Employee Benefits, Financial Services, Estate Planning, Whole Life, Asset Allocation, Wealth, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Personal Finance, Bonds, Wealth Management..., Series 6, Financial Advisory, Long Term Care, Annuities, IRA's, Wealth Transfer, Insurance Planning, Series 7, Roth IRA
Education
The Corporation for Long Term Care Certification Inc. 2006 — 2006
Certified in Long Term Care, Long Term Care Planning
Hartwick College 1968 — 1972
BA, Economics
The American College
LUTCF, Life Insurance, Disability Insurance, Business Insurance
Morgan Stanley 2013 - 2014
Curious by Nature School January 2012 - June 2013
Allstate Financial Services September 2009 - September 2012
Lighthouse Christian School September 2009 - June 2012
Capital One Auto Finance September 2002 - December 2004
Applied Biotech, Inc. June 2000 - August 2002
Mizuho Usa Inc June 1997 - June 2000
Residence Inn by Marriott April 1996 - September 1997
Sammy's Woodfired Pizza April 1995 - June 1996
Marriott International June 1991 - April 1995
Skills
Customer Service, Microsoft Office, Sales
Education
Rochester Institute of Technology 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management, 3.5
State University of New York College at Buffalo 1985 — 1987
Associates Degree, Liberal Arts and Sciences/Liberal Studies, 3.8
Allstate Financial Services February 2001 - Present
Skills
Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Commercial Insurance, Fixed Annuities, Health Insurance, Umbrella Insurance, General Insurance, Underwriting, Casualty, Liability, Series 7, Homeowners, Legal Liability, Universal Life, Sales, Brokers, Investments, Commercial Lines, Workers Compensation
Education
Roosevelt University 1974 — 1982
food and beverage
Allstate Insurance Company January 2003 - Present
Allstate Financial Services January 2002 - Present
Allstate Insurance January 2002 - Present
Skills
Property & Casualty..., Insurance, Life Insurance, Retirement, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Investments, Risk Management, Finance, Financial Advisory, Renters, Financial Services, Series 6, Mutual Funds
Education
Northern Kentucky University 1990 — 1993
Bachelor of Science, Industrial/Labor Relations (Economics)
Northern Kentucky University 1990 — 1993
Bachelor of Science, Psychology
The American College 2004 — 2006
LUTCF, Financial Services
Your Firm January 2012 - Present
Banc of America Investments February 2008 - February 2009
Bank of America Insurance Services August 2007 - February 2008
Texans Credit Union February 2005 - August 2007
Allstate Financial Services January 2002 - January 2005
DTCU Investment Services September 1999 - December 2000
G. Dulany Howland Advisory Corp April 1997 - September 1999
Skills
Wealth Management, Financial Planning, Series 7, Investments, Insurance, Financial Education, Strategic Financial..., IRAs, Estate Planning, Retirement Planning, Securities, Financial Services, Retirement, Long-term Care, Finance, 401k, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Annuities, Wealth, Asset Management, Investment Advisory, Financial Planners, Investment Management, Employee Benefits, Financial Advisory, Certified Financial..., Life Insurance, Banking, Relationship Management, Portfolio Management, Series 63, Mortgage Lending, Bonds, Uniform Combined State..., Alternative Investments, Equities, Risk Management, FINRA, Training
Education
The University of Texas at Dallas 1996 — 1998
BA, Economics & Finance
College for Financial Planning 1989 — 1991
CFP, Financial Planning
TradingBlock August 2012 - Present
optionsXpress March 2009 - May 2012
brokersXpress, LLC October 2007 - May 2012
Allstate Financial Services January 2003 - October 2007
E D & F Man International September 1996 - January 2003
Skills
FX Options, Securities, Anti-fraud, Proprietary Trading, FINRA, Series 24, Options, Series 7, Risk Management, Securities Regulation, Trading Systems, Broker-Dealer, Series 63, AML, Finance, Financial Analysis, Investment Advisory, SEC, Electronic Trading, Trading, Hedge Funds, Equities, Financial Risk, Financial Regulation, Investments, Mutual Funds, Registered Investment..., USA PATRIOT Act, Investment Advisers Act, Commodity, Financial Markets, ETFs, Alternative Investments, Equity Trading
Education
Drake University 1987 — 1991
BSBA, Finance and Accounting
Loyola Academy 1982 — 1986
MAXIM PROPERTIES May 2009 - Present
Allstate Financial Services April 2009 - Present
RE/MAX Experts January 2001 - April 2007
Skills
Product Marketing, Public Speaking, Public Relations
Education
University of Detroit Mercy 1980 — 1983
Accounting
Bankers Life and Casualty May 2007 - Present
Independent Investment Brokerage May 2007 - Present
Allstate Financial Services January 2006 - May 2007
CLA USA Estate Services July 2004 - December 2005
Foresters December 2002 - June 2004
Skills
Estate Planning, Retirement Planning, Succession Planning, Financial Advisory, Portfolio Management, Wealth Management, Investments, Insurance, Long Term Care, Annuities, Mutual Funds, Stocks, Bonds, Options, Employee Benefits, Fixed Annuities, Life Insurance, Long-term Care, Finance, Small Business
Education
University of Missouri-Columbia 1995 — 2000
BS, MS, Financial Planning and Estate Planning
Wells Fargo Merchant Services May 2012 - Present
Allstate Financial Services January 2011 - April 2012
American Fidelity 2009 - 2011
VALIC 2008 - 2009
First NLC 2002 - 2007
Skills
Loans, Account Management, Customer Service, Marketing, New Business Development, Business Development, Negotiation, Management, Finance, Insurance, Underwriting, Microsoft Office, Fixed Annuities, Project Management, Life Insurance, Cold Calling, Sales, Sales Management, Credit, Banking, Leadership, Recruiting, Event Planning, Analysis, Selling, Salesforce.com, Mortgage Lending, Sales Presentations
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Political Science
BBDO 2008 - 2010
Allstate Financial Services May 2007 - May 2008
CIRCLEPRINTERS (ex Quebecor) 2004 - 2004
US Department of Commerce 2000 - 2003
Lamere Consulting Chicago 1996 - 2003
NGN-Consulting 1997 - 2001
Chicago Park District 1998 - 1999
City of Chicago 1998 - 1999
Kraft Foods 1993 - 1998
Principal Financial Group 1990 - 1993
Skills
Social Media, Event Planning, Management, Leadership, Microsoft Office, Customer Service, Public Speaking, Public Relations, Community Outreach, PowerPoint, Strategic Planning, Team Building
Education
Loyola University Chicago 1987 — 1991
BA, Communications, Public Relations/Journalism
North Park University 1997 — 1999
MBA, Marketing and Organizational Development
University of Michigan 1983 — 1985
Communication/History
Allstate Financial Services August 2005 - Present
SMITH HAYES Financial Services February 2004 - July 2005
Waddell & Reed 2001 - 2003
Skills
Insurance, Investments, Qualified Retirement..., Tax-planning, Saving for Education, Management, Computers, Woodworking, Weightlifting, Series 7, Series 24, Series 65, IRAs, Fixed Annuities, Financial Services, Series 6, Retirement, Life Insurance, Retirement Planning, Series 63, Financial Planning, Mutual Funds, Customer Service, Term Life Insurance, Securities, 401k, Long-term Care, Estate Planning
Education
Doane College 2009 — 2014
MAM, Management
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor
University of Nebraska-Lincoln 1997 — 2001
BSBA, Finance
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
Allstate Financial Services October 2008 - Present
SMITH HAYES Financial Services October 2007 - October 2008
Allstate Financial January 2007 - October 2007
Allstate Financial May 2005 - January 2007
Allstate Financial September 2003 - May 2005
Allstate Financial July 2002 - August 2003
Education
Minnesota State University, Mankato 1996 — 2001
BA, English
Allstate Financial Services July 2000 - Present
Allstate Insurance July 2000 - Present
Skills
Insurance, Investments, Retirement Planning, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Risk Management
Education
St. Joseph's College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Allstate Financial Services August 2014 - Present
Saybrus Partners January 2014 - August 2014
Allstate March 2009 - January 2014
Allstate January 2008 - March 2009
Allstate January 2006 - January 2008
Allstate February 2004 - January 2006
Skills
Fixed Annuities, Variable Annuities, Life Insurance, Term Life Insurance, Finance, Disability Insurance, Series 6, Retirement, Sales, Insurance, Series 63, Investments, Retirement Planning, Long-term Care, Financial Services
Education
Augustana College 1995 — 1999
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Viterbo University April 2012 - Present
Viterbo University January 2008 - Present
Allstate Financial Services April 2006 - December 2008
First Federal Capital Bank August 1998 - October 2005
Charing Company, Inc. January 1994 - May 1998
American Underwriting Managers September 1991 - December 1993
Skills
Leadership Development, Managerial Finance, Training, Higher Education, Operations Management, Investments, Leadership, Teaching, Team Leadership, Research, Strategic Planning, System Administration, Public Speaking, Entrepreneurship, Curriculum Design, Mentoring, Organizational..., Team Building, Nonprofits, Staff Development, Student Development
Education
Capella University 2008 — 2013
PhD, Management Education
Viterbo University 2004 — 2006
M.B.A., Ethical Leadership
Marquette University 1989 — 1993
B.S., Mathematics, minor in Business Administration
Benchmark Financial Services 2003 - Present
Allstate Financial Services 2003 - 2008
Eastman Kodak 1971 - 2003
Eastman Chemical Company 1971 - 2003
United States Navy 1969 - 1971
Skills
Investments, Strategic Financial..., Insurance, Team Leadership, Retirement Planning, Retirement, Leadership, Negotiation
Education
East Tennessee State University
Allstate July 2007 - Present
Allstate Financial Services July 2007 - Present
Metropolitan Life Insurance Company June 1985 - July 2007
Skills
Financial Services, Property & Casualty..., Fixed Annuities, Recruiting, Insurance, Long-term Care, Life Insurance, Underwriting, Term Life Insurance, Management, Disability Insurance, Retirement, Employee Benefits, Series 63, Training, Commercial Insurance, Leadership, Series 6, Retirement Planning, Investments, Health Insurance, Mutual Funds, Coaching, Strategic Financial..., General Insurance, Finance, Sales
Education
The American College 1995 — 2014
CLU,RHU
Rutgers, The State University of New Jersey-Newark 1979 — 1984
Master of Arts, Criminal Justice
Kean University 1977 — 1979
BA, Political Science
Union County College 1975 — 1979
AA, Liberal Arts
Abraham Clark High School 1974 — 1975
HS
Union College
Associate Degree
Self RepresentativeNorth Carolina House of RepresentativesNovember 2012 - Present
Allstate Financial Services April 2005 - Present
Skills
Retirement Planning, Estate Planning, Disability Insurance, Retirement, Term Life Insurance, 401k, Business Planning, Health Insurance, Real Estate, Fixed Annuities, 401k Rollovers, Life Insurance, Long Term Care Insurance, Whole Life, Roth IRA, Strategic Financial..., Insurance
Education
The American College 1994 — 2002
CLU, Financial Services
Command and Gemeral Staff College 1987 — 1991
Lt Colonel, Miltary Leadership
North Carolina State University 1962 — 1967
BS, Engineering
Quantum Collections June 2014 - Present
Allied Collection Services April 2010 - Present
Allstate Financial Services August 1988 - April 2010
Nevada Credico, Inc. January 1986 - May 1988
Dimension Cable Services 1983 - 1985
Skills
Credit, Credit Risk, Call Center, Credit Cards, Loans, Portfolio Management, Financial Services, Mortgage Lending, Call Centers, Executive Management, Payments, Banking, Retail Banking, Investments, Relationship Management, Commercial Lending, Finance, Customer Retention, Underwriting, Financial Risk, Loss Mitigation, Risk Management, Credit Analysis, Selling, Consumer Lending, Financial Analysis, Commercial Banking, Small Business Lending, Asset
Education
Northern Arizona University 1978 — 1982
Bachelors, Journalism
Clark High School 1975 — 1978
Witzke Family Insurance Agency December 2014 - Present
Allstate Financial Services, March 2010 - Present
Allstate Financial March 2006 - March 2010
Allstate distributors 2001 - January 2006
Allstate Insurance 2001 - January 2006
Gateway Investments, LLC June 1997 - April 2001
Franklin Templeton Investments April 1996 - June 1997
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Skills
Finance, Recruiting, Management, Sales, Retirement, Term Life Insurance, Financial Services, Property & Casualty..., Fixed Annuities, Insurance, Life Insurance, Investments, Small Business, Disability Insurance, Series 6, Casualty, Health Insurance, Commercial Insurance
Education
California State University-Sacramento 1987 — 1988
BS, Finance
Marysville, CA
Allstate Financial Services Financial Advisor--First Vice PresidentMerrill Lynch Investment ManagersApril 2006 - November 2008
Education
University of Nevada-Reno 2001 — 2004
BA, Political Science
Allstate Insurance Co July 2007 - Present
Allstate 2007 - Present
Allstate Financial Services 2005 - Present
Clark Atlanta University 1990 - 2004
Skills
Property & Casualty..., Disability Insurance, Insurance, Workers Compensation, Fixed Annuities, Life Insurance, Term Life Insurance, Sales, Commercial Insurance
Education
Clark Atlanta University 1991 — 1995
BA, Business Management
ALLSTATE FINANCIAL SERVICES REGISTERED REPLINCOLN FINANCIAL ADVISORS1984 - 2003
Education
Gettysburg College
BA, ECONOMICS
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Zurich North America February 2014 - Present
Abbott April 2010 - January 2014
JMS Enterprises 2009 - 2010
Allstate Financial Services 2004 - 2009
Bank One Corporation/Zurich Life Insurance 2000 - 2004
Allstate Insurance Company 1990 - 2000
Skills
Corporate Communications, B2B, CRM, Marketing, Integrated Marketing, Change Management, Business Strategy, Management, Leadership, Product Launch, Process Improvement, Training, Press Releases, Business Planning, Social Media Marketing, Newsletters, Public Relations, Strategic Communications, Employee Engagement, Internal Communications, Global Client Management, Executive-level..., Speech Writing, Writing, Editorial, Channel Partner..., Marketing Communications, Strategic Planning, Strategic...
Education
Loyola University of Chicago
M.B.A., Business Administration
Loyola University of Chicago
Master of Arts, English
ManagementLoyola University
Master, Business Administration
TD Ameritrade May 2013 - Present
Allstate Financial Services April 2011 - May 2013
Financial Network Investment Corporation February 2010 - January 2011
HSBC Securities January 2001 - April 2009
Skills
Compliance, Annuities, Risk Management, Mutual Funds, Series 7, Retirement Planning, Financial Planning, Coaching, Supervisory Skills, Insurance, Investments, Securities, Series 63, Wealth Management, Long Term Care, Retirement, Recruiting, Strategic Financial..., Fixed Annuities, 401k, Asset Allocation, Investment Advisory, Financial Advisory, Financial Services
Education
City University of New York-College of Staten Island
BA, Psychology
allstate financial Services December 2008 - Present
New England Financial 2005 - 2009
Allstar Marketing 2000 - 2000
United States Sales Corp January 1979 - June 1996
Skills
Retirement Planning, Fixed Annuities, Retirement, Series 7, Mutual Funds, Series 63, Life Insurance, IRAs, Wealth Management, Investments, Strategic Financial..., Insurance
Education
City University of New York-Baruch College 1969 — 1970
Master finance and Marketing
Pace University - Lubin School of Business 1964 — 1968
Bachelor of Business Administration (BBA), Accounting and Finance
City University of New York-Baruch College
Allstate Financial Services 1996 - Present
Education
Purdue University
Engineering
Graybar October 2013 - Present
American Direct Marketing Resources, LLC July 2011 - 2013
Allstate Financial Services May 2007 - July 2011
Education Outlook, LLC 2007 - December 2010
MassMutual January 2007 - May 2007
Wilkins' Landcape Management May 1998 - May 2006
Skills
Marketing, Account Management, Direct Marketing, Marketing Strategy, Sales, Email Marketing, New Business Development, Strategic Planning, Social Media Marketing, Customer Service, Marketing Communications, Advertising, Online Advertising, Social Media, Direct Mail, Digital Marketing, Salesforce.com, Event Planning, Microsoft Office, Cold Calling, Microsoft Excel, Lead Generation, Business Ethics
Education
University of Missouri-Columbia 2009 — 2009
MS, Personal Financial Planning
Webster University
Doctor of Management, Management
University of Missouri-Columbia
BS, Consumer Economics
Hornsby Asset Management, LLC March 2014 - Present
Allstate Financial Services December 2002 - January 2014
Raymond James Financial Inc. October 1996 - December 2002
John Hancock Life Insurance Company (U.S.A.) April 1990 - October 1996
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance
Education
The University of Georgia 1966 — 1969
Bachelor of Arts, History and English Literature
FINRA
Valero Energy Corporation October 2013 - Present
Valero Energy Corporation May 2012 - October 2013
Kraft Foods October 2011 - May 2012
Tesoro October 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - March 2010
Alliance Bernstein August 2004 - August 2007
Allstate Financial Services November 2003 - August 2004
Compass Bank March 2003 - November 2003
USAA January 1994 - November 2002
Skills
Time Management, Account Reconciliation, Customer Service, Invoicing, SAP, Accounts Payable, Accounting, Internal Audit, Finance, Leadership
Education
The University of Texas at San Antonio 2007 — 2009
B.B.A., Accounting
St. Mary's University 1988 — 1990
M.B.A., Multinational Management
The University of Texas at San Antonio 1982 — 1987
B.B.A., Management
Allstate Financial Services December 2008 - Present
Allstate Financial December 2008 - Present
DXK Consulting 2005 - 2009
Hewlett-Packard 2002 - 2005
Skills
Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance
Education
Georgia Institute of Technology 1990 — 1992
Masters, Electrical Engineering
Georgia Institute of Technology 1990 — 1992
Master of Science (MS), Electrical and Electronics Engineering
Georgia Institute of Technology 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
TPG Advisors September 2012 - Present
MassMutual Financial Group August 2010 - November 2012
Allstate Financial Services June 2003 - August 2010
Wachovia Securities Financial Network October 1997 - May 2003
Merrill Lynch November 1992 - November 1997
Skills
Financial Services, Investments, Securities, Retirement, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Strategy, Asset Allocation, Business Strategy
Education
Thunderbird School of Global Management 1983 — 1984
MBA, International Management
FTJ Fundchoice August 2008 - Present
Pacific Life 2005 - 2008
Allstate Financial Services 2000 - 2005
Education
University of Nebraska-Lincoln 1994 — 1999
BSBA, Finance
The Principal Financial Group October 2012 - Present
Allstate Financial Services September 2004 - September 2012
The MONY Group December 1999 - August 2004
Education
Adelphi University 1971 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Madison High School 1969 — 1971
IntelliSystems 2010 - Present
Allstate Financial Services 2008 - 2010
AIG 2005 - 2008
Education
University of South Carolina-Aiken 1986 — 1989
Kang & Company CPA 2012 - Present
GMS Surgent CPA's & Advisors 2010 - 2012
Allstate Financial Services 2008 - 2010
H-Mart 2005 - 2007
Nonghyup Bank 2002 - 2004
Skills
Financial Reporting, Financial Analysis, Accounting, Valuation, Corporate Finance, Investments, Due Diligence, Finance, Microsoft Excel, Analysis, Private Equity, Asset Managment, Mergers, Equities, Banking, Business Valuation, Income Tax, International Tax, Sales Tax
Education
Seoul National University 1995 — 1999
Bachelor of Arts in Economics, Agricultural Economics
Self employed October 2011 - Present
Michigan Humane Society June 2011 - August 2011
PSI, Contact Center January 2011 - June 2011
Face 2 Face Sales Solutions October 2010 - November 2010
Budco, Inc May 2010 - October 2010
Allstate Financial Services May 2008 - January 2010
Minacs February 2007 - February 2008
Quicken Loans October 2005 - February 2007
Skills
Talent Acquisition, Employee Relations, HR Consulting, Technical Recruiting, Talent Management, Human Resources, Contract Recruitment, Interviews, Applicant Tracking..., Internet Recruiting, Temporary Placement, Recruiting, Onboarding, Sourcing, College Recruiting, Hiring, Screening Resumes
Education
South University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Walsh College 2011 — 2012
Certification in Human Resources Management, Human Resources Management and Services
University of Extremadura 1990 — 1990
Certification, Spanish Language and Literature
University of Michigan 1987 — 1990
Bachelor's Degree, Public Administration
Cody High School 1976 — 1980
High School, College Prep
Allstate February 2013 - October 2014
Allstate Insurance October 2011 - February 2013
Allstate 2008 - 2011
Allstate Financial Services 2005 - 2007
Skills
Analysis, Analytics, Business Intelligence, Financial Services, Fixed Annuities, General Insurance, Insurance, Life Insurance, Property & Casualty..., Underwriting, Risk Management, Casualty, Commercial Insurance, Liability, Health Insurance, Casualty Insurance, Claim, Strategic Planning
Education
Cornell University 1989 — 1991
MBA
Lehigh University 1981 — 1985
BS, Economics
BMO Harris Bank April 2012 - Present
Financial Clearing June 1991 - December 2011
Allstate Financial Services November 2007 - July 2008
Skills
Call Center, Data Entry, Customer Service, Customer Relations, 10 Key, Call Centers
Education
Saint Xavier University 2009 — 2012
Bachelors of Arts, Liberal Studies
Moraine Valley Community College 2005 — 2008
Associates of Applied Science, Business Administration and Management, General
Enterprise Rent-A-Car October 2005 - Present
Allstate Financial Services March 2002 - March 2005
North Las Vegas Fire Department August 1972 - September 2000
Skills
Strategic Planning, Leadership, Teaching, Supervisory Skills, Training, Emergency Management, Sales, Customer Service, Team Building, Public Speaking
Education
United States Fire Administration- National Fire Academy 1982 — 1992
Executive Fire Officer, Adminstration and Leadership, A
University of Nevada-Las Vegas 1987 — 1990
Graduate School Studies, Public Administration
Cogswell Polytechnical College 1983 — 1985
Bachelor of Applied Science (B.A.Sc.), Fire Administration, A